Benjamin Loughery is a CFP® with five years of industry experience, currently serving as an investment advisor representative at both Lock Wealth Management LLC and Boldin Advisors. He previously worked at Invesco and Capital Group. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and offers planning on fixed, hourly, or annual terms without managing client portfolios or assets.

William is the Founder at LKL Advisors in Atlanta, GA. He holds a Series 65 designation and has been working in the finance space since 2017. Under a single, transparent fee structure that beats the 1% model, LKL Advisors provides comprehensive financial planning, portfolio management, access to private investments, equity comp planning, tax strategy, estate planning (will and trust creation included), and more, primarily for mid-career corporate professionals.

Here's the final version: Kurt Brucker is a CFP® and Series 66-registered advisor with eight years of experience in financial planning. He founded Brucker Wealth in 2025 after nearly eight years at Oxygen Financial, where he worked with hundreds of clients and built a planning practice grounded in relationships, not transactions. His path to advising started with an internship doing stock research for an RIA. He enjoyed the investment side of it, but realized he was more drawn to the people than the portfolio analysis. That instinct has shaped everything since. Growing up, Kurt watched his parents navigate both success and hardship at different points in their lives. That perspective is part of what makes him effective in this seat. He understands that a financial plan has to hold up under pressure, not just favorable conditions. Brucker Wealth serves Christian couples and professionals who want a planning relationship where faith is part of the conversation. Kurt prays with clients, helps them define what faithful stewardship looks like in their specific season, and works with them to identify finish lines so they can live generously rather than just accumulate. On the investment side, portfolios are built around what clients actually believe in: broadly diversified across asset classes, with selective exposure to thematic opportunities where conviction and evidence align. Planning covers investments, taxes, estate, and insurance as one connected picture. He is based in Atlanta, Georgia, where he lives with his wife and two daughters.

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

Robert Jetmundsen is the principal of Worthscape, LLC in Atlanta, GA, where he has been providing advisory services since 2006. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Outside of his advisory role, he is involved in several entrepreneurial ventures, including serving as president of Bobbo Aviation and Raj Holdings, owning a publishing company, and managing a motor yacht charter business. He also serves on the board of L2C, Inc. Worthscape offers discretionary portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach focuses on concentrated portfolios of U.S. common stocks supplemented by other securities and employs both fundamental and technical analysis, with occasional use of active trading strategies and derivatives.

Lucas Marsh is the principal of Engineered Wealth Management LLC in Avondale Estates, GA, holding a Series 65 designation with one year of experience in financial advising. He has a full-time role as a biomedical engineer with the Veterans Health Administration and serves as treasurer and board member of the Georgia Biomedical Instrumentation Society. Additionally, he provides tax and accounting consulting through a separate business. Engineered Wealth Management offers discretionary investment management, wealth management, and financial planning services primarily to individual and high-net-worth clients. The firm uses fundamental analysis with a generally long-term investment approach, incorporating exchange-traded funds and providing standalone financial planning engagements on an hourly or subscription basis.

Adam Duong is the sole advisor at Adam Capital in Atlanta, GA, holding a Series 65 designation with 8 years of industry experience. He has led Adam Capital since 2016. Adam Capital provides investment advisory services primarily to individuals and private investment funds, offering discretionary portfolio management and a private limited partnership vehicle. The firm employs tailored strategies using equities, ETFs, and various analysis methods, and it accepts performance-based fees for qualified investors.

Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Chloe Moore is a CFP® professional with 10 years of experience, currently serving as the sole advisor at Financial Staples since 2016. She also owns and operates C-Level Consultants, providing consulting and financial education services to Registered Investment Advisors. Financial Staples offers comprehensive financial planning and advisory services primarily to individual and high-net-worth clients, as well as retirement plan consulting for business owners. The firm focuses on passive investment strategies using index funds and ETFs, and it provides due diligence and monitoring of third-party money managers alongside strategic advice for employer-sponsored retirement plans.

David Littlefield is the sole advisor at Littlefield Asset Management, Inc. in Atlanta, GA, holding a Series 65 credential with 15 years of industry experience. He has been with Littlefield Asset Management since 1985. Littlefield Asset Management provides discretionary portfolio management primarily for individual and high-net-worth clients, tailoring portfolios to their financial conditions and objectives. The firm employs a value-oriented equity strategy focused on high-quality, predominantly blue-chip companies judged to be undervalued through fundamental analysis, and manages approximately $124 million across about 54 client relationships.

Justin Campagna is a financial advisor with Emergent Financial Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at several firms including Arista Consulting Group and Ashford Advisors prior to his current role. In addition to advisory services, he provides insurance and pension consulting through Emergent Financial Group, dedicating about half of his time to these activities. Emergent Financial Group serves retirement plan sponsors and institutional clients with investment advisory and pension consulting, alongside asset management and financial planning for individuals. The firm employs a combination of long-term, value-oriented investment strategies and tactical asset allocation, while also offering fiduciary consulting and discretionary management for retirement plans, and operates a licensed independent insurance agency as part of its services.

Daniel Docherty is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is the principal of Farview Management, LLC in Atlanta, GA, where he has worked since 2021. His prior experience includes roles at Raymond James & Associates and Bank of America. In addition to his advisory work, Docherty is involved in modeling and research for a privately held gaming company and engages in data analysis and valuation work focused on natural resource companies. Farview Management, LLC is a small independent advisory firm providing discretionary portfolio management and retirement plan consulting to individual and corporate clients. The firm employs a concentrated, bottom-up fundamental investment approach with a long-term growth focus, alongside supplemental techniques such as technical analysis and option strategies.

Marcus Turner is a financial advisor at Limitless Capital Management, Inc., based in Atlanta, GA, with 15 years of industry experience. He holds a Series 65 designation and has been the CEO of Marcus Richmond Partners LLC and Cogito Capital Group LLC, both insurance brokerages specializing in life and health products. Limitless Capital Management provides investment management, portfolio analysis, restructuring, and financial planning services to high-net-worth individuals, trusts, estates, private foundations, and business entities. The firm emphasizes asset-allocation driven portfolios using third-party managers and exchange-traded funds, incorporating capital market research and third-party consulting in its approach.

Pierre Soree is a CFP® professional based in Atlanta, GA, with six years of experience in the financial advisory industry. He is currently with Inman Park Wealth Management, where he has worked since 2026. Prior to this, he held roles at Marietta Wealth Management and Redwood Wealth Management, and he also spent two years with the University of Georgia - Terry School of Business. Inman Park Wealth Management is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management and financial planning services. The firm emphasizes Modern Portfolio Theory and asset allocation, using passive investment vehicles and tailored portfolios aligned with client goals and risk tolerance.

John Feltman is the sole advisor at Feltman & Co. LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to founding Feltman & Co. LLC, he worked at Brookhaven Medical Inc. for five years and was involved in a family office operation from 1992 to 2024. Feltman & Co. LLC primarily manages pooled and institutional assets, offering discretionary portfolio management with an investment approach that incorporates fundamental, technical, and cyclical analysis. The firm employs strategies including options, structured products, and margin trading tailored to client suitability.

Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.

Kevin Kaspar is a CFP® professional with three years of industry experience currently serving at Trackside Wealth. His background includes six years as a CPA at Kaspar & White CPA, PC, and prior roles at PwC and KPMG. He is also involved with Lemonade Stand Accounting, LLC. Trackside Wealth offers comprehensive financial planning and discretionary investment management for individuals, including high-net-worth clients. The firm uses a passive investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management under a flat, fixed-fee pricing model.

Robert Bunnen is the principal of Bunnen Financial Management LLC in Atlanta, GA, holding a Series 65 credential with 24 years of industry experience. He has worked at Victory Capital Advisers, Inc. since 2005 and at Victory Capital Management since 1993. Bunnen Financial Management LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite structure, combining passive index and ETF strategies with selective active management, focusing on a small client roster of larger, high-asset clients and institutional entities.